Hyperion Smart View Training Session April 26, 2016 © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

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Presentation transcript:

Hyperion Smart View Training Session April 26, 2016 © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

2 Introduction to Hyperion Terminology TermDescription Outline The representation of the relationships among the members in the database Dimension A perspective on the data being analyzed Member Discrete component making up a dimension Attribute Dimension Dimension tagged as an attribute that helps describe another dimension © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

3 Introduction to Hyperion Terminology © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential. TermDescription DimensionThe top most members of an outline ParentA member that has at least one child below it ChildA member that has a parent immediately above it Sibling A child member at the same branch level as another child member with the same parent AncestorAny member in a branch above a member DescendantsAny member below a parent

4 Introduction to Hyperion Terminology © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential. TermDefinition Generation The root member is Generation 1. When referring to generations, the structure begins at the root, moves to the branches and ends with the leaf nodes. Generations move from the root toward the leaf node Leaf Members that have no children Generation 2 Generation 3 Generation 4 Generation 5 Generation 1

5 Introduction to Hyperion Terminology © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Hyperion Planning at WSU

7 WSUPLN Dimensions WSU Dimensions Account Period Years Scenario Version Entity © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

8 Account The Account dimension consists of: Statistical Financial Accounts Budget Pool Input Financial Alternate Accounts © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

9 Period The Period dimension relates to the Months that comprise WSU’s fiscal year (October – September). This dimension allows for Year-to-Date and Quarter-to-Date analysis © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

10 Years Fiscal Years start in FY12 and continues through to FY21. Budget development data starts in FY16. Budget data developed in Hyperion will be retained in the database moving forward. Banner data (Actual and other items) is downloaded on a rolling basis: current fiscal year and 3 previous. © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

11 Scenario The Scenario dimension is used to describe the type of data being used. Scenarios that end users use during budget development include: Final Budget –Starting Point Permanent Budget –Budget Programs Reduction Adjustment Initiatives Reallocation Final_FTE_Budget –FTE_Budget –FTE_Adjustment –FTE_Restatement © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

12 Version The Version dimension is used to separate different “snapshots” of the annual plan and budget. Actual and finalized annual plan numbers are stored in the Final version and are not available for editing without Administrator intervention. Working version is used to create a draft of the annual plan and is the primary version used for updates to the Budget by end users. BudgetOffice version is the primary version used for updates to the Budget by Budget Office users. © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

13 Entity The Entity dimension is a hierarchical representation of WSU entities. The entity dimension is a concatenation of Org, Fund and Prog, similar to indexing in Banner. The primary hierarchy represents the Organization. Attribute dimensions will be defined later. Each entity is tagged for Fund and Prog reporting © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Smart View © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

15 Smart View Ribbon Start: opens the Smart View Panel where the user can add, edit and delete data source connections Edit: allows users to undo and redo ad hoc functions, copy and paste data points, and create and manage functions using Function builder Data: allows users to refresh data in the current spreadsheet or the entire workbook General: provides access to the Options dialog box, Smart View Help, and, Sheet Information © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

16 Connecting to Essbase First time connecting to Essbase (PreProd) Connecting to Essbase © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential. Make sure your link is correct (PreProd or Prod)

17 © 2014 Huron Consulting Group. All rights reserved. Proprietary & Confidential. Exercise Exercise 4: Setting up a Smart View Connection Set the Smart View Connection URL For training purposes, please use the PreProd link:

18 Ad Hoc Analysis Ad Hoc Analysis: allows users to select the data values and set restrictions or guidelines on the information that is being analyzed. It is often used as a tool to explore data Enables users to view data for specific dimensions from the data source without writing spreadsheet functions © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

19 Aliases Aliases are alternate names for database member names Aliases are stored in alias tables as part of a database. Dimensions can be associated with multiple alias tables. Users can select an alias table for the current worksheet or for a connection –If more than one alias table is created for a dimension, users can select the alias table to display © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

20 Point of View The Point of View (POV) bar displays members not defined in the grid. By changing the POV, users can dynamically change what data displays and calculates. © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

21 Refresh There are multiple ways to refresh the grid: Click the Refresh button in the Essbase Ribbon Click Refresh on the POV toolbar Double-click on a blank cell in the worksheet © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

22 Data Display Users have control over how certain data display: Click the Options button in the Smart View Ribbon Click Data Options on the left hand list Key items: “Suppress Rows” options and “Replacement” options © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

23 Data Display If you want your members without data to: Not display, check the No Data/Missing box in “Suppress Rows” section Display but show as “0”, pull down the #No Data/Missing Label options in “Replacement” section, select #NumericalZero option. Press “ OK ” These options are handy to reduce the size of displays, as needed. © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

24 © 2014 Huron Consulting Group. All rights reserved. Proprietary & Confidential. Exercise Exercise 5: Smart View Ad Hoc Grid Create an Ad Hoc Grid Change the Alias Table Change the POV Refresh the Grid

25 Zoom Smart View allows for zooming in on a member in a grid to display data for their children and descendants By default, using Zoom In zooms in to the children of the selected member –Within the Essbase Smart View options, users can also set the default zoom function © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

26 Pivoting Users can pivot a dimension between rows and columns, if there are two or more dimensions in the row or column that contains the dimension the user wants to pivot Users can also pivot a member; if users do so, the other member in its group is also pivoted © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

27 Keep Only and Remove Only Users can keep or remove members and their associated data from the grid as follows: To keep only the currently selected members, select the member cells to keep. From the Essbase or Planning ribbon, click Keep Only. All other members in the dimension are removed. To remove only certain members, select the cells to be removed. From the Essbase or Planning ribbon, click Remove Only. © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

28 Query Designer Query Designer is used to create report layouts and select members to match user specifications. Query Designer is much like ad hoc analysis, but includes extra functionality that can be useful. With Query Designer, users can: Design queries from default reports Extract queries from existing reports Share queries with other users © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

29 © 2014 Huron Consulting Group. All rights reserved. Proprietary & Confidential. Exercise Exercise 6: Smart View Ad Hoc Functionality Create a free form grid Zoom in and out of members Pivot members Keep and remove members from the grid

30 Formatting Ad Hoc Grids Smart View Formatting Consists of selections made in the Cell Styles and Formatting pages of the Options dialog box Excel Formatting User’s formatting selections, including conditional formatting, are applied and retained on the grid when refresh or ad hoc operations are performed Preferable for highly formatted reports, and users must use Excel formatting for data sources whose application-specific colors are not supported by the Excel color palate © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

31 Cascade Reports Users can create separate reports for any or all members of one dimension in a report based on an ad hoc grid. These reports are cascaded across the worksheets or Excel workbooks © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

32 © 2014 Huron Consulting Group. All rights reserved. Proprietary & Confidential. Exercise Exercise 7: Smart View Ad Hoc Additional Functionality Create a query using query designer Format an ad hoc grid Create a cascade report

33 Support Discussion Firefox or Smart View installation Technical Administrator Hyperion Planning Technical Susan Qi – Access ID al8527 Budget Process Budget Office Representative © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential. SmartView link for PROD: PreProd = pp; Prod = prod

34 Questions © 2015 Huron Consulting Group. All rights reserved. Proprietary & Confidential.